KB User's Guide - General Info - Table of Contents

Workflow Documents

• Document Workflow: Creating then Sharing, Reviewing, Editing Documents
• How to Create a Document
• How to Edit a Document
• Document Guidelines
• Document Template Fields
• How to Review a Document
• How to Delete a Document

Documents Tab

• Search for a Document
• How to Find and Replace Text in a Document
• Privately Share a Document
• Why are some links grayed out?
• Why are there two status types listed for one document?
• How to View Documents in Review Mode
• How to Send Review Reminders to Document Owners
• How to Export your KnowledgeBase to HTML or XML
• Guide to TinyMCE Editor Buttons
• Creating Tables
• Validation Tools
• How to View a Document's Revision History

Images

• Image Guidelines
• Uploading Images and Attachments
• Embedding Images and Attachments in Documents

Left Navigation Bar Links

• Use Docs From
• New Doc
• New Doc from...
• Recycle a Doc
• Active
• In Review
• In Progress
• Inactive
• Trash
• Suggested
• Expired
• Expiring
• Aging
• Review Reminder
• Shared Requests
• Shared-out
• Shared-private
• Restricted
• Batch Update
• Batch Transfer
• Find & Replace
• Import & Export
• Broken Links
• Unique Keywords
• Shared attachments

News Tab

• Overview
• News Template Fields
• News Item Statuses
• How to Search for a News Item
• How to Review a News Item
• How to Post a News Item
• How to Edit a News Item

Topics Tab

• Overview
• How to Add, Edit, or Delete Topics
• How to use the Topics Search
• Create Topic Footers

Site Pref Tab

• Overview
• Group Spaces
• Group Relations
• Full View CSS
• Mobile View CSS
• Footers
• Searching/ Sorting Options
• Content Modules
• Side Modules
• Side Module Links
• Notifications
• Other Options
• How to Customize Your KnowledgeBase Site's Front Page

Users Tab

• Overview
• How to Add Users
• How to Modify and Delete Users
• How to Add User Access Lists

Assessment Tab

Note: The Assessment Tab is only enabled for certain spaces

• Quiz/Survey Modules
• New Question
• Existing Questions
• Quiz/Survey Results
• Dropbox

Stats Tab

• Overview
• Doc Counts (All Groups)
• Doc Upkeep Activity (All Groups)
• Doc Views (Monthly) (All Groups)
• Doc Views (This Wk) (All Groups)
• Doc Views (Last Wk) (All Groups)
• Doc Views by Topic
• Doc Views by Document
• Docs by Helpfulness
• Docs by Owner
• News Views (Mnthly) (All Groups)
• Views by News Items
• Search Log
• Top Searches
• Synonyms

FAQ

• Why isn't my document visible in my Group Space?
• How do I create a new document?
• I have added a user to my list for site access, but they still cannot enter the site.
• I shared a document with another site, but it is not visible on that site. Why?
• What is the difference between "In Progress" and "In Review"?
• I am trying to edit a document, but the fields are grayed out.
• How can I change my default group?
• How can I transfer document ownership within my site?
• How do I set up test account for user without NetID (non-UW-Madison Users)?
• How to Manage Your Site's Group Relationships
• How do I share content / documents with partner sites?
• How can I use an existing KB document as a template for a new document?
• How can I share a document with the status of In Progress? (Applies to any draft or active doc)
• How can I change the group ownership of a document?
• How can I add a new custom module to display on a site's KB index page?
• How to add Show/Hide Toggles to a document